$6 trn
UBS Group invested assets
As of 12/31/2024
Trusted financial advice is more important today than ever. As your Financial Advisors, your financial goals are the focus of everything we do.
We want to learn all we can about you, so we can address your most important priorities with a detailed plan that helps to put you on a path to achieving your goals. Our aim: to work with you, and to commit to a relationship that’s relevant to your life and focused on your financial success.
Your vision is the core of our strategy. We work to discover what you value most—both now and for the future—and offer wealth management strategies and investment management services to align your assets with those values. By delivering comprehensive solutions and personalized service, we help our clients gain confidence in their financial future.
At Millennium Wealth Management Partners, our clients see us as more than just financial advisors. They see us as meaningful partners that they count on to help them achieve their goals.
We believe business owners see us as much more than just financial advisors. They see us as active allies who they can count on to help meet the objectives of their business.
Regardless of plan type, we offer the invaluable combination of industry knowledge, deep familiarity with a range of plans and investment due diligence.
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
Managing Director–Wealth Management
Senior Portfolio Manager
Managing Director–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Vice President–Wealth Management
Financial Advisor
Senior Wealth Strategy Associate
Senior Wealth Strategy Associate
Senior Registered Client Associate
Client Associate
Client Associate
Managing Director–Wealth Management
Senior Portfolio Manager
Managing Director–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Vice President–Wealth Management
Financial Advisor
Senior Wealth Strategy Associate
Senior Wealth Strategy Associate
Senior Registered Client Associate
Client Associate
Client Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
